Jenesis Agency Management System lets you link to carriers even from the Quote Control Screens. This saves time, improves efficiency and helps you optimize your information.
To Link:
Step 1: Open or Add your Quote
Step 2: Click Company Suggestions
Step 3: Highlight to Carrier you want to link to
Step 4: Click J-Link to Website
To Set Up Company Suggestions and J-Links:
Step 1: Go to Company Setup
Step 2: Enter LOB’s Offered
Step 3: Hit Ctrl-W and go to J-Links
Step 4: Enter the J-Link if not already there
Step 5: Place a Check Mark in the Default of Auto Quotes box